CleverAlpha Technology builds AI-powered tools designed specifically for RIAs, broker-dealers, banks, and credit unions. Not off-the-shelf software bent to fit finance purpose-built by active investment managers who use what they ship.
Each product available as white-label for institutional deployment or direct-to-retail with integrated billing and tiered pricing.
White label our Asset Management and Self-Directed Trading platforms to fit your brand. We handle the technology and regulatory lift at zero cost to implement and zero cost to support.
Hyper-personalized pitch microsites in minutes. Turn any prospect brief into a gated, branded pitch page instantly. Automated billing, tiered plans, MCP-ready.
Automated custodial paperwork bridging and canonical schema mapping. Turn multi-page custodial account opening and transfer documents into instant digital workflows with zero manual re-keying and pre-flight validation.
Multi-custodial fee calculation, schedule versioning, and automated debit file generation for RIAs and introducing brokers. Calculate tiered AUM, flat, and performance billing across thousands of accounts in seconds.
National primary issuance marketplace for new-issue brokered certificates of deposit. Launch immediately and white label for any introducing broker-dealer. Replaces high-cost trading desks with an automated AI Trader that digests street syndicate runs, streams live offerings to retail at 100.00 par, pools Indications of Interest (IOIs), routes block tickets upstream, and automates DTC settlement with zero manual re-keying.
CleverAlpha has managed client assets since 2016. We build what we wish existed every tool ships through our own book first.
Every product ships with integrated subscription billing, tiered pricing plans, and institutional volume discounts. Launch revenue on day one.
Deploy under your brand for your clients, or point your clients directly to retail. Same technology, different distribution.
Direct architectural, operational, and regulatory answers across our five core financial technology solutions.
The CleverAlpha white-label platform is an institutional fintech solution enabling RIAs, broker-dealers, banks, and wealth management firms to deploy a fully branded digital investing and portfolio management portal.
It combines client onboarding, portfolio performance visualization, model portfolio execution, and self-directed trading workflows under the client institution's primary brand, eliminating bespoke in-house software development and maintenance.
Every partner receives a dedicated tenant environment configured with custom domain URLs, corporate typography, brand color palettes, firm logos, and tailored disclosure modules.
Client notifications, transaction confirmations, and account summaries strictly reflect the partner firm's brand identity with zero competing consumer branding visible to end clients.
The platform is custodian-agnostic and connects directly with institutional clearing and custodial data feeds to ingest daily positions, transactions, and balances.
Institutions retain their existing custody relationships while upgrading their client-facing technology layer without requiring custodial repapering.
BILLINGengine is an institutional fee calculation and custodial billing automation platform built for Registered Investment Advisors (RIAs) and Introducing Brokers.
It replaces manual spreadsheets by automating multi-custodial fee runs, daily average balance (DAB) or period-end valuations, cash sufficiency screening, upload-ready custodial debit files, and SEC-compliant client invoices.
BILLINGengine dynamically aggregates related individual, joint, retirement, trust, and corporate accounts into consolidated households to compute tiered fee breakpoints accurately.
The system calculates effective blended rates across the household value and allocates fee deductions across constituent accounts according to designated debit preferences.
Prior to debit file generation, pre-flight screeners verify that each account holds sufficient settled cash to cover upcoming advisory fee deductions.
Accounts with cash shortfalls are flagged with clear alerts, enabling operations teams to raise cash or adjust debit instructions before submission, preventing overdraft fees or clearing rejects.
FORMBRIDGE is an intelligent custodial paperwork bridging engine and workflow automation platform for wealth managers and introducing brokers.
It maps digital client intake data directly onto standard custodial PDF documents with coordinate-level precision, eliminating repetitive manual re-keying, document preparation delays, and Not In Good Order (NIGO) rejections.
FORMBRIDGE utilizes calibrated template coordinates that precisely anchor client demographic, tax, and account data into custodial PDF form fields.
Data maps into exact field bounding boxes, multi-line address blocks, and checkboxes without text clipping, font distortion, or manual drag-and-drop alignment.
Automated pre-flight validation rules verify completeness, field format standards, tax ID checksums, and required regulatory checkboxes before document packages are routed.
By enforcing custodial rules at the point of data capture, firms eliminate missing-field rejections, reducing NIGO failure rates by over 99%.
Pitch Machine is an AI-powered B2B cold outreach platform that reads a prospect's public website and composes a custom, live microsite dressed in their own colors, typography, and visual brand identity.
Instead of sending generic PDFs or text-heavy emails, outreach teams deliver tailored, interactive web experiences that immediately capture prospect attention.
Every pitch is evaluated by two independent AI judges: a visual brand judge that scores design fidelity against the source website, and a content judge that evaluates commercial clarity and specificity.
Pitches scoring below the quality threshold are automatically regenerated up to three passes before final review.
No. Pitch Machine has no monthly subscription fees, retainers, or lock-in. It operates entirely on pay-as-you-go credits at $1.00 per published pitch.
Drafting and regeneration passes are completely free; users only consume credits when publishing live pitch URLs.
CDexplorer is CleverAlpha's national primary issuance marketplace for new-issue brokered certificates of deposit and fixed income securities.
It connects wholesale Wall Street underwriting syndicates directly to retail investors and wealth management firms, pricing paper at 100.00 par with zero advisor AUM fee drag and complete multi-charter FDIC insurance capacity.
Any introducing broker-dealer or RIA firm can immediately deploy CDexplorer as a white-labeled cash and fixed income portal under their own corporate branding.
CleverAlpha Securities handles wholesale underwriting access, live syndicate run ingestion, order aggregation, and clearing rails, while the partner firm provides their clients an institutional-grade CD desk without capital expense or bespoke software development.
The automated AI Trader replaces costly, manual human trading desks by parsing incoming wholesale syndicate runs in sub-seconds using specialized LLM extraction models.
It streams structured offerings to the retail grid, aggregates retail odd-lot Indications of Interest (IOIs) into institutional blocks, drafts upstream orders with cryptographic X-CDDESK-TICKET tracking headers, and reconciles underwriter confirmations directly into customer accounts.
Because FDIC insurance applies per depositor per insured bank charter, CDexplorer allows depositors to safely allocate millions across hundreds of issuing banks while holding all positions in a single brokerage account.
At tax time, investors receive a single consolidated Form 1099-INT rather than managing separate logins and tax forms across dozens of branch banks, completely eliminating cash drag and administrative overhead.
We are selectively onboarding institutional partners during our early buildout. Get in early, help shape the roadmap.